See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,113 | $114,381+296.1% | $107,525+321.4% | $142,382+218.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.91% | 242.71%-233.8pp | 181.32%-172.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $3,406 | $4,015-15.2% | $3,754-9.2% | $4,299-20.8% |
| Participant deferral / active EE | $27,727 | $5,564+398.3% | $5,116+442.0% | $6,507+326.1% |
| Admin fee / account holder | $24,805 | $9,860+151.6% | $8,919+178.1% | $12,624+96.5% |